Godshalk Welsh Capital Management’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Godshalk Welsh Capital Management’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.43M	Buy	68,550 +6,500	+10%	+$136K	0.77%	42
2026 Q1	$1.3M	Buy	62,050 +43,000	+226%	+$908K	0.75%	44
2025 Q4	$403K	Buy	+19,050	New	+$404K	0.23%	92

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Godshalk Welsh Capital Management's IBDW Position: Q2 2026 in Review

Godshalk Welsh Capital Management increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 10% in Q2 2026, buying an estimated $136K and bringing the position to 68,550 shares worth $1.43M. The position accounts for 0.77% of the portfolio, ranked #42.

Godshalk Welsh Capital Management first reported a position in IBDW in Q4 2025 and has held it in 3 quarters since. 290 funds tracked by Wall St. Rank hold IBDW as of Q2 2026.

Godshalk Welsh Capital Management held 68,550 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.43M as of Q2 2026.
Godshalk Welsh Capital Management bought 6,500 iShares iBonds Dec 2031 Term Corporate ETF shares in Q2 2026, an estimated $136K.
iShares iBonds Dec 2031 Term Corporate ETF made up 0.77% of Godshalk Welsh Capital Management's portfolio in Q2 2026, its #42 holding.
Godshalk Welsh Capital Management first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2025 and has held it in 3 quarters since.
290 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q2 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.